AROIX Mutual Fund

AROIX Mutual Fund

NAV$18.82
See how much of AROIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.32%
3 Months
+1.54%
6 Months
+4.13%
YTD
+7.77%
1 Year
+12.02%
3 Years (annualized)
+12.75%
5 Years (annualized)
+5.37%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AROIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+6.28%
vs Peers
+1.48%

AROIX Mutual Fund Performance

AROIX performance across multiple time periods: 1-month 1.32%, YTD 7.77%, 1-year 12.02%, 3-year 12.75%, 5-year 5.37%, 10-year 8.62%.

AROIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

AROIX vs another fund shows side-by-side returns. AROIX alternatives are available in the Mutual Fund Screener.